Portfolio Construction

Portfolio Construction

‘Coincidence of impacts’ marginalising 60/40 benchmark: State Super’s Pratt

The move away from traditional 60/40 benchmark portfolios may have been hastened by the pandemic and our ultra-low rate environment, says the fund’s head of strategic partnership, but the writing has been on the wall for a number of years.

Tahn SharpeNovember 16, 2020

Portfolio Construction

No time for investors to be heroic: MLC

The range of forecastable economic outcomes is as wide as its ever been, says MLC Asset Management portfolio manager Myooran Mahalingham. Tread lightly on the hunt for alpha, and keep the fundamentals front of mind.

Tahn SharpeOctober 26, 2020

Portfolio Construction

Shifting policy influence resulted in poor performance test

The shift of policy influence in recent years from Treasury to the ministers’ offices has likely contributed to the design of government's new performance measurement which has been panned by experts.

Matthew SmithOctober 19, 2020

Portfolio Construction

Grattan CEO: What the budget got right and wrong

Government should focus on building consumer confidence rather than focus on backing a private sector-led recovery, Grattan Institute CEO Danielle Wood has said.

Tahn SharpeOctober 12, 2020

Portfolio Construction

Multi-asset investing taking on a new role: Vontobel’s Seiler

With savings plans failing to generate returns due to rock-bottom interest rates, Daniel Seiler from Vontobel Asset Management has predicted investors will begin to develop multi-asset portfolios rather than just cash, instead of just taking on straight equity exposure.

Jessica SierSeptember 17, 2020

Portfolio Construction

Investment hubris a handicap in pandemic era

Humility will be key for investors in navigating the pandemic markets era, a panel has heard. The biggest mistake now is to presuppose that yesterday’s metrics and tools will work tomorrow.

Tahn SharpeAugust 26, 2020

Portfolio Construction

Collaboration needed to up sustainability ante

Investors need to collaborate for systemic change, a discussion involving asset owners and sustainability experts has highlighted. Investors need to work with government, enshrine beliefs and educate beneficiaries on the importance of sustainability.

Sarah RundellAugust 26, 2020

Portfolio Construction

‘It’s not just about the money’: Puca on rethinking company valuations

Varied and intricate layers in the market are making true company valuations problematic according to Alvarez and Marsal’s Antonella Puca, “many of which are not just related purely to financial returns”.

Tahn SharpeAugust 10, 2020

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